Filed December 1, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY EMPLOYERS SERVICES COMPANY Service code 13 · EIN 04-3275867 | Contract Administrator | $596,495 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $122,345 |
BOKF, NA2+ years Filed as: BOKF, NA DBA BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $58,341 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $9,700 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 5.83% | -3.24%+9.1pp | 2.08%+3.7pp | 4.16%+1.7pp |
| Employer contribution / active EE | $0 | $79,753-100.0% | $47,324-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |